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1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Austin | TX | 03/2005 | 01/2025 |
| Osaic Wealth, Inc. | Austin | TX | 01/2025 | 04/2025 |
| Symphony Retirement Partners Llc | Round Rock | TX | 04/2025 | Present |
1) YUNNY DANG 4617 PAGE STREET AUSTIN, TX 78723 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES, DISABILITY INCOME INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 2/26/2009 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) YUNNY DANG - 5501 AIRPORT BOULEVARD, AUTSIN, TX 78751 CATEGORY: RETAIL, SERVICE INDUSTRY, OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: POLL WORKER DUTIES: THIS IS A TEMPORARY ROLE DURING EARLY ELECTION AND ELECTION DAY. AS A POLL WORKER, I HELP CHECK IN VOTERS BY SCANNING THEIR GOVERNMENT ISSUED ID'S AND ISSUING BALLOTS ACCORDINGLY. START DATE: 9/1/2022 HOURS PER MONTH: 16 HOURS PER MONTH DURING TRADING HOURS: 8 UPDATE FORM BR: NO WEBSITE ADDRESS: HTTPS://COUNTYCLERK.TRAVISCOUNTYTX.GOV/DEPARTMENTS/ELECTIONS/
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
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